Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth

Scheme code: INF084M01EB0 NAV value: ₹ 25.6968 NAV date: 6 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Overseas

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.64	38.37	21.28	17.86
3 year	3.09	21.17	9.26	6.49
5 year	1.65	19.50	11.17	9.19
7 year	5.24	12.69	9.30	7.94
10 year	6.94	9.57	8.06	6.69

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	21.28
3 year	6.28	33.32	15.79	9.26
5 year	3.54	26.02	13.5	11.17
7 year	3.33	15.62	11.71	9.3
10 year	3.49	17.22	10.6	8.06
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	21.28
3 year	9.08	58.7	29.31	9.26
5 year	3.67	48	18.04	11.17
7 year	3.8	31.03	14.14	9.3
10 year	3.8	28.93	12.39	8.06
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	21.28
3 year	7.68	33.37	17.09	9.26
5 year	2.35	27.63	13.51	11.17
7 year	3.76	16.01	12.07	9.3
10 year	3.56	16.94	10.92	8.06
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	21.28
3 year	8.04	34.46	18.26	9.26
5 year	3.37	28.64	14.21	11.17
7 year	3.97	16.42	12.41	9.3
10 year	3.53	17.72	11.22	8.06
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 21.28% - Median return: 23.42% - Average standard deviation: 4.75

Rolling return for 3 year

- Average return: 9.26% - Median return: 8.71% - Average standard deviation: 1.7

Rolling return for 5 year

- Average return: 11.17% - Median return: 11.77% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 9.3% - Median return: 9.21% - Average standard deviation: 0.73

Rolling return for 10 year

- Average return: 8.06% - Median return: 8.1% - Average standard deviation: 0.48

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,00,557	1,00,557	8.39
3 year	36,00,000	40,55,855	4,55,855	4.06
5 year	60,00,000	80,42,372	20,42,372	6.04
7 year	84,00,000	1,22,28,846	38,28,846	5.51
10 year	1,20,00,000	2,11,81,085	91,81,085	5.85

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	8.39
3 year	7.3	4.06
5 year	7.48	6.04
7 year	6.39	5.51
10 year	5.95	5.85

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	8.39
3 year	20.64	4.06
5 year	13	6.04
7 year	9.48	5.51
10 year	7.99	5.85

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	8.39
3 year	8.22	4.06
5 year	7.77	6.04
7 year	6.6	5.51
10 year	6.23	5.85

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	8.39
3 year	8.71	4.06
5 year	8.22	6.04
7 year	6.82	5.51
10 year	6.47	5.85

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,00,557 - Absolute Returns: ₹1,00,557 - CAGR: 8.39%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,55,855 - Absolute Returns: ₹4,55,855 - CAGR: 4.06%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,42,372 - Absolute Returns: ₹20,42,372 - CAGR: 6.04%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,22,28,846 - Absolute Returns: ₹38,28,846 - CAGR: 5.51%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,11,81,085 - Absolute Returns: ₹91,81,085 - CAGR: 5.85%